EBA
FRC

Eagle Bay Advisors’s First Republic Bank FRC Stock Holding History

Eagle Bay Advisors’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed – – 1010
2023
Q4 		$0 Hold
1
– – ﹤0.01% 873
2023
Q3 		$0 Hold
1
– – ﹤0.01% 887
2023
Q2 		$0 Sell
1
-61
-98% -$745 ﹤0.01% 943
2023
Q1 		$860 Buy
62
+35
+130% +$3.59K ﹤0.01% 832
2022
Q4 		$3.23K Sell
27
-12
-31% -$1.46K ﹤0.01% 716
2022
Q3 		$5K Hold
39
– – ﹤0.01% 684
2022
Q2 		$5.55K Buy
+39
New +$5.85K ﹤0.01% 714
2022
Q1 		– Sell
-26
Closed -$6K – 1040
2021
Q4 		$6K Hold
26
– – ﹤0.01% 776
2021
Q3 		$5K Sell
26
-85
-77% -$16.7K ﹤0.01% 839
2021
Q2 		$23K Buy
+111
New +$20.4K 0.02% 515

Other funds holding FRC

NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $248M AUM 21.64% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Eagle Bay Advisors's FRC Position: Q1 2024 in Review

Eagle Bay Advisors sold out of First Republic Bank (FRC) in Q1 2024, closing a stake of 1 share.

Eagle Bay Advisors first reported a position in FRC in Q2 2021 and held it in 10 quarters. The position peaked at $23K in Q2 2021. 29 funds tracked by Wall St. Rank hold FRC as of Q1 2024.

  • Eagle Bay Advisors reported no remaining First Republic Bank position as of Q1 2024 after selling out during the quarter.
  • Eagle Bay Advisors sold 1 First Republic Bank share in Q1 2024.
  • Eagle Bay Advisors first reported a position in First Republic Bank in Q2 2021 and held it in 10 quarters.
  • Eagle Bay Advisors's First Republic Bank position peaked at $23K in Q2 2021.
  • 29 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2024.

Based on Eagle Bay Advisors's 13F filing for Q1 2024, filed 8 May 2024.